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Difficulty: EasyStandard/Custom Report Types and Formats

A Salesforce administrator is editing the layout of a newly created Custom Report Type. Which two capabilities can the administrator utilize when customizing the field layout section of the Custom Report Type? (Select 2 options)

  1. Add fields from related objects referenced via lookup relationships.Answer
  2. B
    Create custom roll-up summary fields directly inside the report type layout editor.
  3. Create custom layout sections to organize fields into logical groupings for users.Answer
  4. D
    Set a row-level formula field directly within the report type layout properties.
  5. E
    Override profile Field-Level Security settings to make hidden fields visible to all report users.

Answer

Administrators customizing a Custom Report Type field layout can create custom sections to group fields logically and add fields from related objects via lookup relationships.
When configuring a Custom Report Type, administrators can customize the field layout by adding fields from related objects via lookup paths (up to 4 levels) and organizing fields into clear, custom sections to improve report builder usability.

Step-by-Step Solution

1
Identify valid Custom Report Type field layout administrative capabilities.
Creating custom sections and adding lookup fields are native features of the Custom Report Type field layout editor.
These capabilities help streamline field presentation and expand data visibility across related entities.
2
Evaluate invalid layout configuration assumptions.
Roll-up summaries, row-level formulas, and FLS overrides cannot be established within the Custom Report Type layout.
These actions belong to Object Manager object settings, individual Report Builder instances, or Profile/Permission Set security settings.

Key Concept

Custom Report Type Layout Customization
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Topics

Standard/Custom Report Types and Formats

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